PRACTICAL GUIDE
Give your sales team the context before they call.
An enquiry arrives between meetings. By the time your salesperson picks it up, they still need to establish what the person wants, when they need it and what should happen next. An AI voice agent can gather that context over the phone and help prepare a useful follow-up.
Start with the enquiries you already receive.
A quote request, a completed form or a requested callback gives the conversation a purpose. Your agent can refer to that request, check whether it is a good time to talk and ask the questions needed to move it forward.
In AYWA, you set the task, calling hours and contacts you are authorised to call. You can also qualify an enquiry during an inbound call. This approach works across different tasks, from understanding a building project to preparing a property viewing or a sales conversation.
Ask questions that help decide what happens next.
Choose criteria that your team actually uses. For a quote, the type of work, location and intended start date may be enough to route the enquiry. Ask about budget when it helps your team offer an appropriate next step.
- Need: what is the person trying to achieve?
- Context: which service, location or situation is involved?
- Timing: when would they like to move ahead?
- Next step: do they want a callback, an appointment or more information?
A short conversation with a useful handover.
Imagine a business receiving a request for office cleaning. Its agent knows why the person enquired and gathers the details needed for a callback.
Fictional example. Adapt it to your business and your agent’s configuration.
- AI agent
- Hello, I’m the company’s AI assistant. You asked for an office cleaning quote. Is now a good time for a couple of questions?
- Prospect
- Yes. We have two offices and would like to start next month.
- AI agent
- Where are the offices based?
- Prospect
- In Bristol. I can discuss the details tomorrow after 2 pm.
- AI agent
- I’ll pass those details and your availability to the team.
The handover to your team
- Need: cleaning for two offices in Bristol.
- Preferred start: next month.
- Requested next step: a callback tomorrow after 2 pm.
- Still to establish: floor area, frequency and quote details.
Let your team pick up with the relevant details.
With a supported connector and an active rule, AYWA can create or update a CRM contact and pass on a summary of the conversation. Your salesperson can see the answers and the points still to clarify. Details the prospect did not provide stay unknown.
Set up a handoff for people who want to speak to your team. For appointment requests, an agent with the right capability can check a connected calendar and book an available slot. A preferred callback time is still a request until your team confirms it.
Measure progress that matters to your team.
Start with one familiar type of enquiry. Review the first conversations to check that the questions are useful and the information reaches the right place.
Track people reached, needs that match your criteria, agreed next steps and appointments actually attended. Also look at the time your team needs to pick up each enquiry. Keep the sample size and period alongside the figures: answering a call does not make someone a qualified opportunity.
AYWA brings the agent, campaign or inbound line, connected tools and call history into one workflow. Start with this task, then expand as you learn what works.